Claris Advisors’s Rocket Companies RKT Stock Holding History

Claris Advisors’s Portfolio RKT Stock Details RKT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-1	Closed	-$19	–	910
2024 Q3	$19	Buy	+1	New	+$18	﹤0.01%	1229

Other funds holding RKT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

TCMX

Technology Crossover Management X Menlo Park, California $781M AUM 18.39% 1-Year Est. Return

DSA

Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

Claris Advisors's RKT Position: Q4 2024 in Review

Claris Advisors sold out of Rocket Companies (RKT) in Q4 2024, closing a stake of 1 share — an estimated $19 sold.

Claris Advisors first reported a position in RKT in Q3 2024 and held it in 1 quarter. The position peaked at $19 in Q3 2024. 268 funds tracked by Wall St. Rank hold RKT as of Q4 2024.

Claris Advisors reported no remaining Rocket Companies position as of Q4 2024 after selling out during the quarter.
Claris Advisors sold 1 Rocket Companies share in Q4 2024, an estimated $19.
Claris Advisors first reported a position in Rocket Companies in Q3 2024 and held it in 1 quarter.
Claris Advisors's Rocket Companies position peaked at $19 in Q3 2024.
268 funds tracked by Wall St. Rank held Rocket Companies as of Q4 2024.

Based on Claris Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.